Mitsubishi Ufj Finl-Spon ADRMUFG

13F holders, Q1 2026 (March 31)
540holders +10
65new positions
54sold out
5famous investors
$16.96avg. 13F price*

At the end of Q1 2026, 540 institutions reported holding Mitsubishi Ufj Finl-Spon ADR (MUFG) in their 13F filings, up 10 from Q4 2025. 65 opened new positions and 54 sold out. The largest holders were Fisher Asset Management ($1.6B), Aristotle Capital Management, LLC ($873.2M) and Goldman Sachs Group Inc. ($244.1M). 5 famous investors held it, including Ken Fisher (0.6% of Fisher Asset Management's portfolio), Ron Baron (0.0% of Baron Capital (BAMCO)'s portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
Mitsubishi Ufj Finl-Spon ADR
CUSIP
606822104
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600 Q1 2024: 380Q1 2024Q2 2024: 406Q2 2024Q3 2024: 418Q3 2024Q4 2024: 437Q4 2024Q1 2025: 453Q1 2025Q2 2025: 486Q2 2025Q3 2025: 488Q3 2025Q4 2025: 530Q4 2025Q1 2026: 540Q1 2026Q2 2026: 576Q2 2026

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions65$87.5M
Exits54$73.4M

All 13F filers, Q4 2025 → Q1 2026: 25,046,072 shares bought and 17,182,222 shares sold, net +7,863,850 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 540 holders

Fisher Asset Management 0.55% Add +2.6% 95,689,304 $1.6B
Aristotle Capital Management, LLC 1.83% Reduce -4.5% 51,456,385 $873.2M
Goldman Sachs Group Inc. 0.03% Add +2.6% 14,383,328 $244.1M
Bank of America Corp. 0.02% Reduce -7.1% 12,228,389 $207.5M
Northern Trust Corp. 0.03% Add +0.7% 11,416,258 $193.7M
BlackRock, Inc. 0.00% Add +8.4% 11,116,392 $188.6M
FMR LLC 0.01% Add +38.0% 8,373,173 $142.1M
Clearbridge Investments, LLC 0.10% Add +3.3% 6,953,108 $118.0M
Morgan Stanley 0.01% Reduce -0.1% 6,900,430 $117.1M
Royal Bank of Canada 0.02% Add +5.7% 6,315,948 $107.2M
Chevy Chase Trust Holdings, LLC 0.30% Add +2.9% 6,189,329 $105.0M
Envestnet Asset Management Inc. 0.02% Add +22.5% 5,086,159 $86.3M
FIL Ltd 0.06% Reduce -3.6% 4,845,638 $82.2M
Todd Asset Management LLC 1.35% Add +0.2% 4,061,644 $68.9M
Sei Investments Co. 0.06% Reduce -4.5% 3,690,655 $62.6M
Toronto Dominion Bank 0.11% Reduce -28.3% 3,453,543 $58.6M
Aviso Financial Inc. 2.08% New 3,446,409 $58.5M
American Century Companies Inc. 0.03% Add +14.2% 3,373,906 $57.3M
JPMorgan Chase & Co. 0.00% Add +14.0% 2,837,773 $46.3M
Natixis Advisors, LLC 0.06% Add +7.4% 2,707,507 $45.9M
Wells Fargo & Company 0.01% Add +5.6% 2,543,450 $43.2M
Teachers Retirement System of the State of Kentucky 0.33% No change 2,506,310 $42.5M
Quantinno Capital Management LP 0.07% Add +21.4% 2,399,601 $40.7M
UBS Group AG 0.01% Reduce -3.5% 2,269,380 $38.5M
Jane Street Group, LLC 0.04% Add +90.1% 2,117,618 $35.9M
Charles Schwab Investment Management Inc. 0.01% Add +19.1% 1,948,230 $33.1M
Dimensional Fund Advisors LP 0.01% Reduce -1.7% 1,941,272 $32.9M
Capital Wealth Planning, LLC 0.16% Add +54.6% 1,698,895 $28.8M
AQR Capital Management 0.01% Add +32.3% 1,549,998 $26.3M
Raymond James Financial Inc. 0.01% Add +9.7% 1,433,378 $24.3M
Bank of New York Mellon Corp 0.00% Add +6.3% 1,363,726 $23.1M
Jones Financial Companies LLLP 0.01% Add +1156.2% 1,408,666 $23.0M
Creative Planning 0.02% Add +12.6% 1,315,784 $22.3M
National Bank of Canada 0.02% Add +14.8% 1,280,764 $21.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +1912.8% 1,217,563 $20.7M
Neuberger Berman Group LLC 0.02% Add +11.2% 1,188,733 $20.0M
O'shaughnessy Asset Management, LLC 0.09% Add +9.7% 1,093,924 $18.6M
Thornburg Investment Management Inc. 0.19% Add +4.8% 1,077,231 $18.3M
BNP Paribas Financial Markets 0.01% Add +765.1% 1,006,250 $17.1M
1832 Asset Management L.P. 0.02% Add +0.1% 966,378 $16.4M
TD Waterhouse Canada Inc. 0.05% Add +175.6% 895,769 $15.8M
LPL Financial LLC 0.00% Add +25.6% 927,435 $15.7M
Federation des caisses Desjardins du Quebec 0.06% Add +6.5% 910,997 $15.5M
Crossmark Global Holdings, Inc. 0.21% Add +7.5% 855,141 $14.5M
Stifel Financial Corp. 0.01% Reduce -53.0% 839,497 $14.2M
Invesco Ltd. 0.00% Reduce -23.4% 838,173 $14.2M
SCS Capital Management LLC 0.15% Reduce -25.7% 824,088 $14.0M
Cerity Partners LLC 0.02% Add +5.1% 792,470 $13.4M
QRG Capital Management, Inc. 0.11% Add +7.8% 635,592 $10.8M
Pathstone Holdings, LLC 0.04% Add +0.2% 578,090 $9.8M
Permanens Capital L.P. 1.26% Add +8.0% 575,644 $9.8M
Cibc World Market Inc. 0.02% Reduce -0.9% 568,168 $9.6M
Boston Common Asset Management, LLC 0.62% Reduce -4.4% 566,845 $9.6M
Guardian Partners Inc. 0.79% Reduce -2.7% 558,229 $9.5M
Moran Wealth Management, LLC 0.27% Add +8.6% 528,104 $9.0M
TD Asset Management Inc 0.01% Add +2.8% 525,366 $8.9M
Westfield Capital Management Co. LP 0.04% Add +1.1% 516,054 $8.8M
First Trust Advisors LP 0.01% Add +52.5% 476,447 $8.1M
HighTower Advisors, LLC 0.01% Add +4.3% 475,087 $8.1M
Vident Advisory, LLC 0.07% Add +14.8% 474,451 $8.1M
Vanguard Personalized Indexing Management, LLC 0.08% Reduce -7.2% 469,765 $8.0M
US Bancorp \de 0.01% Add +5.8% 441,561 $7.5M
Cetera Investment Advisers 0.01% Add +13.7% 437,318 $7.4M
Truist Financial Corp. 0.01% Add +0.3% 423,984 $7.2M
XY Capital Ltd 7.65% Add +710.6% 411,425 $7.0M
Curi Capital, LLC 0.12% Add +29.0% 401,363 $6.8M
Citigroup Inc. 0.00% Reduce -0.5% 396,182 $6.7M
Factory Mutual Insurance Co. 0.08% No change 394,330 $6.7M
Quadrant Capital Group LLC 0.20% Add +6.2% 389,472 $6.6M
Mercer Global Advisors Inc. 0.01% Add +7.2% 382,137 $6.5M
MML Investors Services, LLC 0.02% Reduce -12.0% 374,165 $6.3M
Mariner, LLC 0.01% Add +9.2% 359,508 $6.1M
Eagle Global Advisors LLC 0.22% Add +0.3% 354,314 $6.0M
Augustine Asset Management Inc. 1.34% Reduce -0.3% 350,460 $5.9M
Baron Capital (BAMCO) 0.02% Reduce -20.4% 336,533 $5.7M
T. Rowe Price Associates Inc. 0.00% New 336,212 $5.7M
Orion Porfolio Solutions, LLC 0.05% Reduce -0.4% 333,543 $5.7M
Focus Partners Wealth 0.01% Add +10.0% 324,017 $5.5M
PNC Financial Services Group, Inc. 0.00% Add +9.6% 325,379 $5.5M
Captrust Financial Advisors 0.01% Add +274.5% 317,968 $5.4M
Callan Family Office, LLC 0.12% Add +0.1% 314,562 $5.3M
M&T Bank Corp 0.02% Reduce -10.2% 314,324 $5.3M
Pekin Hardy Strauss, Inc. 0.55% Add +3.1% 309,549 $5.3M
Ameriprise Financial Inc. 0.00% Add +6.5% 296,958 $5.0M
Russell Investments Group, Ltd. 0.01% Add +26.6% 294,222 $5.0M
Brasada Capital Management, LP 0.91% New 282,488 $5.0M
Vise Technologies, Inc. 0.10% No change 311,795 $4.9M
Signaturefd, LLC 0.08% Add +1.3% 291,215 $4.9M
Gradient Investments LLC 0.08% New 285,564 $4.8M
Ritholtz Wealth Management 0.08% Add +7.1% 281,114 $4.8M
Massar Capital Management, LP 0.95% No change 280,000 $4.8M
Bessemer Group Inc. 0.01% Reduce -19.9% 276,412 $4.7M
Atria Investments, Inc 0.05% Reduce -1.9% 263,125 $4.5M
Allianz SE 0.05% No change 255,000 $4.3M
Bank of Montreal 0.00% Add +4.6% 249,766 $4.2M
Brooklyn Investment Group 0.13% Add +35.6% 241,824 $4.1M
Henry James International Management Inc. 1.47% Add +112.7% 240,106 $4.1M
Naviter Wealth, LLC 0.50% Add +3.8% 235,830 $4.0M
Diversify Wealth Management, LLC 0.07% Add +48.4% 227,153 $4.0M
Exencial Wealth Advisors, LLC 0.12% Add +10.6% 229,938 $3.9M

"% of holder's portfolio" is MUFG's weight in each manager's 13F, not the share of Mitsubishi Ufj Finl-Spon ADR the manager owns.

Show all 540 holders